This is a straightforward conversation — not a sales pitch. We'll talk about where you are financially, what's on your mind, and what you're hoping to accomplish. You'll get a clear sense of how PlanFirst works and whether our approach is the right fit for your situation.

You leave knowing exactly what working together would look like — scope, process, and cost — with no pressure to move forward.

If the first conversation felt right, we get to work. This meeting goes deeper — we gather the full picture of your financial life, clarify your priorities, and begin structuring a plan built specifically around your situation.

By the end, you have a clear roadmap — not a generic recommendation, but a plan that reflects your goals, your timeline, and how you want to live.

A financial plan isn't a document you file away. Life changes — careers shift, families grow, goals evolve. We meet twice a year to review your plan, measure progress, and adjust for what's ahead.

Between reviews, we're available when something comes up — a job change, a major purchase, a question that can't wait until spring.